Common IRS Rejections (also known as Business Rules) can occur due to the information entered in the return and/or the information in the IRS e-file database, is not correct. If incorrect information is entered in a tax return, the preparer can... Read More

The tables below provide links to the Tax Year Specific Release Memorandum, XML Schemas, and Business Rules for the Modernized e-File (MeF) 1040 Series and Extensions... Read More

Noting the reason the IRS or state rejected a tax return   1. From within the tax return experiencing the issue, click Rejects on the forms attached navigation pane. The rejection appears on your screen. If no rejects appear, try pressing CTRL +... Read More

A reject with the SSN and the e-File database This is a reject for the mismatch for the taxpayer name. (IRS only checks the first 4 letters of the last name, DOB, and the social) Suggest to the preparer to acquire the prior year ACK'd return &am... Read More

Here you will find a list of Knowledge Base Articles that are tax phase specific. Description Suggested Article Phase TIME For CHANGE Software System Requirements All Season Oct-April E-Filing Prior Year Tax Returns All Season Oct-April E... Read More

Symptoms Enter a description of the action that can cause the error. ’Enter the Error Message Here in Red Text’   Cause A case in which an ITIN does not match IRS database   Resolution Verify the SSN by acquiring a copy of th... Read More

Resending a Bank Product Application... Read More

How to create a Mail-able Print Package for sending to the IRS. This print package will include the correct mailing address on the printed document.   From within the return that is verified without errors or rejections Remove Form 8879 if pre... Read More

Before this process can begin the end user must have attempted to e-file the return sending the bank application to the appropriate bank.An IRS rejection is required to paper file an RT or the following error will occur. Important Note: This function... Read More

IRS Rejection: The e-File Database indicates that Form 8962 or binary attachment with description containing ACA Explanation must be present in the return. RuleNumber: F8962-070 Possible reason for rejection: Taxpayers placed applications throug... Read More